Resources

What Are Documents?

Documents are files you upload to Puree — such as menus, floor plans, health and safety policies, allergen guides, contracts, or photos. Documents live in a central library and can be attached to quotes, linked to customers, or both.

Your Document Library

Go to Settings → Documents to manage your document library. For each document you can:

• Upload a file (PDFs, images, or other document types)
• Give it a descriptive name and optional description
• Optionally link it to a customer using the searchable dropdown
• Choose whether it should be automatically attached to all new quotes, or attached manually on a per-quote basis

The documents list shows which customer each document belongs to (if any). Documents without a customer are general-purpose and available across all quotes.

Customer Documents

Every document can optionally be linked to a customer. This is useful for files that belong to a specific client — venue access instructions, signed contracts, dietary requirement sheets, floor plans, or brand guidelines.

Viewing Customer Documents

Open any customer profile and click the Documents tab in the left-hand menu. This tab shows all documents linked to that customer.

Uploading from the Customer Profile

From the customer's Documents tab you can:

• Upload Document — select a file and it's immediately uploaded and linked to the customer
• New with Details — opens the full document form with the customer pre-selected, allowing you to add a name, description, and file

You can also edit, download, and delete documents directly from this tab.

Linking from the Documents Page

When creating or editing a document from Settings → Documents, use the Customer dropdown to assign it to a customer. The dropdown is searchable, so you can quickly find the right client even with thousands of customers. Select "No customer" to leave it unassigned.

Attaching Documents to a Quote

On the quote/order page, click Attach document to order to open the document picker. You can either select an existing document from the dropdown or upload a new one.

If the order has a customer, the dropdown groups documents intelligently:

• Customer's documents appear first, grouped under the customer's name
• Unassigned documents appear in a separate "Other Documents" group
• Documents belonging to other customers are excluded — you'll never accidentally attach the wrong client's files

When you upload a new document from the order page, it's automatically linked to the order's customer. The file is saved to your document library, associated with the customer, and attached to the order in one step.

Documents that are set to auto-attach will be included on every new quote by default. You can always remove them from individual quotes if they're not relevant.

Common Uses

• Health and safety documents — Policies and procedures required by venues or clients
• Detailed menus — Descriptions with photos that go beyond the line items in the quote
• Floor plans and layouts — Venue diagrams or table arrangements
• Allergen information — Dietary guides and allergen declarations
• Terms and conditions — Additional terms beyond what's shown on the quote
• Signed contracts — Client-specific agreements linked to their profile
• Brand guidelines — Customer branding requirements for event signage or menus
• Venue access instructions — Delivery and setup instructions for a client's preferred venue

Tips

• Keep file sizes reasonable so quotes are easy to view and download
• Link client-specific documents to their customer profile so they're easy to find and automatically grouped in the order document picker
• Leave general documents (e.g. your standard health and safety policy) unassigned so they're available across all orders
• Use the auto-attach setting for documents you include on every quote
• Upload documents directly from the customer profile or from the order page to save time — the customer link is set automatically